Canada’s financial services sector is in the midst of adapting to significant changes, including the rise of robo-advisors and the growing regulatory complexities of working with an aging clientele. Thus, advisors surveyed for Investment Executive‘s 2016 Report Card series are thinking carefully about the support they need from their firms to meet these new realities.
August 26, 2016Finding the categories in which firms are succeeding and those in which firms could improve is at the heart of Investment Executive's (IE) Report Card series
Pablo Fuchs, senior editor with Investment Executive, and Fiona Collie, staff writer, discuss the key trends emerging from this year’s Report Card series. Most notably, advisors and their firms are responding to significant changes relating to technology, demographics and regulation
As regulators increase their focus on elderly clients, financial services firms of all descriptions are working diligently to provide products, services and staff training suited to help advisors take care of the needs of their aging clients
Firms and advisors face challenges relating to major technological changes, demographic issues and increased regulatory oversight. How are they responding?
Advisors are growing their businesses by embracing modern mobile technology and social media
The percentage of advisors who create financial plans for clients and the percentage of clients with a financial plan are rising
As the regulatory environment in the financial services sector continues to evolve, keeping up with a steadily growing list of compliance responsibilities is a major challenge for financial advisors
The average age of the financial advisors surveyed for Investment Executive's annual Report Card series has been rising over the course of this decade
Financial advisors surveyed for Investment Executive's 2016 Report Card series don't consider the emergence of robo-advisors anything to fret about
How advisors feel about their firms overall is evident in the ratings for two specific categories
This package summarizes data from the Brokerage, Dealers' and Bank reports, looking at trends across the financial advice industry.
Most retail branch advisors and planners were optimistic in this year's report, giving consistent or improved reviews for their banks' support
This annual report explores the priorities of advisors with full-service or mutual fund-only firms across Canada, looking at 11 dealers.
The annual Report Card reveals the priorities and business needs of investment advisors across Canada, assessing 14 investment dealers. Here's a look at advisors' technology,…